Wealthspire Advisors (New York)’s VanEck Semiconductor ETF SMH Stock Holding History

Wealthspire Advisors (New York)’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$78.4M	Buy	119,562 +113,440	+1,853%	+$61.9M	0.43%	47
2026 Q1	$2.35M	Buy	6,122 +575	+10%	+$228K	0.02%	265
2025 Q4	$2M	Buy	5,547 +502	+10%	+$176K	0.02%	299
2025 Q3	$1.65M	Buy	5,045 +1,094	+28%	+$324K	0.01%	305
2025 Q2	$1.1M	Buy	3,951 +2,943	+292%	+$682K	0.01%	371
2025 Q1	$213K	Buy	1,008 +14	+1%	+$3.36K	﹤0.01%	726
2024 Q4	$241K	Buy	+994	New	+$247K	﹤0.01%	698
2022 Q3	–	Sell	-2,378	Closed	-$242K	–	543
2022 Q2	$242K	Buy	2,378 +78	+3%	+$9.06K	0.01%	445
2022 Q1	$310K	Hold	2,300	–	–	0.01%	344
2021 Q4	$355K	Hold	2,300	–	–	0.01%	389
2021 Q3	$295K	Hold	2,300	–	–	0.01%	464
2021 Q2	$302K	Hold	2,300	–	–	0.01%	290
2021 Q1	$280K	Buy	+2,300	New	+$272K	0.01%	570

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s SMH Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its VanEck Semiconductor ETF (SMH) stake by 1,853% in Q2 2026, buying an estimated $61.9M and bringing the position to 119,562 shares worth $78.4M. The position accounts for 0.43% of the portfolio, ranked #47.

Wealthspire Advisors (New York) first reported a position in SMH in Q1 2021 and has held it in 13 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Wealthspire Advisors (New York) held 119,562 shares of VanEck Semiconductor ETF worth $78.4M as of Q2 2026.
Wealthspire Advisors (New York) bought 113,440 VanEck Semiconductor ETF shares in Q2 2026, an estimated $61.9M.
VanEck Semiconductor ETF made up 0.43% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #47 holding.
Wealthspire Advisors (New York) first reported a position in VanEck Semiconductor ETF in Q1 2021 and has held it in 13 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.